Why ASX-listed small caps look set to outperform
Looming rate cuts are making ASX-listed smaller companies more attractive, argues Pendal portfolio manager LEWIS EDGLEY THE prospect of rate cuts over the remainder of 2025 should buoy small cap…
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Mainstream Online Web Portal
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Pendal profile: Meet our Income and Fixed Interest team
In this short video, Pendal’s Income and Fixed Interest team outline the expertise, diversity of thought and disciplined decision-making processes that drive outcomes for clients An excerpt from the team’s…
Pendal profile: Meet our head of credit and sustainable strategies George Bishay
In this video profile, Pendal PM George Bishay explains the advantages of our Income and Fixed Interest team’s process An excerpt from George’s interview WHILE fixed income forms the defensive…
Tim Hext: Inflation data shows Australia is in pretty good shape with reasons to be optimistic
Australia’s March-quarter inflation data signals good news for Australia’s economy in 2025, says Pendal’s head of government bonds TIM HEXT AFTER a chaotic April, it was great to focus on…
Pendal profile: Meet our head of cash strategies Steve Campbell
In this video profile Pendal’s head of cash strategies Steve Campbell explains how the team’s approach to managing cash puts us in a market sweet spot AS a “safe-haven” asset,…
What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Jonathan Choong LAST week, we witnessed peak uncertainty with daily changes…
Tim Hext: Art of the deal or new world order?
So far US tariffs are a mixed bag for bonds. But understanding Trump could help investors navigate markets, writes Pendal’s head of government bonds, TIM HEXT PRESIDENT TRUMP’s “reciprocal” tariffs caught many…
When ‘liberation day’ became ‘liquidation day’: Crispin Murray on how to invest in a Trump world
Here, Pendal’s head of equities Crispin Murray dissects the key questions for investors and explains how to respond following the latest slew of US tariffs PRESIDENT Trump went hard on tariffs,…
Tim Hext: What Trump’s tariff formula means for markets
The US has announced a slew of tariffs based on a reciprocal tariff ‘formula’. Head of government bond strategies TIM HEXT breaks down the latest TODAY, President Trump announced a baseline 10% tariff…
Tim Hext: Federal Budget – the three things that matter most to the bond market
Here are the key takeaways from the Federal Budget and February’s inflation data, according to head of government bond strategies TIM HEXT INTERESTED readers may want to pore over the…